SE1 2.53% 8.1¢ sensera limited

Ann: Investor Presentation, page-5

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  1. R-7
    539 Posts.
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    Thanks @brosef. The powerpoint slides for this presentation were ann. to ASX on 15 August, but it's a huge boon to have Ralph speaking to the slides (and he makes his competence clear @Serendipity).

    There's some really great info in here: animal tags best in class, with forecast growth from 100s to 1000s of farms in FY19 (sales to Smartbow/Zoetis); MEMS for skin grafts, organ-on-a-chip, etc.; 70 mines (up from 50 in last report); various vertical integrations; 400% growth in FY18, from 50% to as much as 60% gross margin in FY19 (based on current contracts and customers alone); cash-flow positive end FY19 (i.e. SP++); and another big growth year in FY20...

    Very promising and some great explanations of the tech. SE1 should ann. link via ASX. GLTAH R-7
    Last edited by R-7: 28/08/18
 
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